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Research Type - Insights Research by Market - Mobile & Telecom Analyst - Daniel Simmons Analyst - Devan AdamsBy Attribute
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CommScope to Acquire Arris for $7.4B, Creating Cable Industry Heavyweight Poised for the FutureNovember 28, 2018US telecommunications equipment maker CommScope will acquire Arris, in a $7.4B deal valued at $5.69 billion, with the difference comprised of CommScope’s assumption of Arris’s debt. As part of the deal, the Carlyle Group will make a $1M equity investment in CommScope for an approximate 16% stake in the new company. CommScope’s CEO Eddie Edwards has claimed the two companies’ product lines are complementary, and that the combined company will “enable end-to-end wired and wireless communications infrastructure solutions that neither company could otherwise achieve on its own.” The deal is expected to close in the first half of 2019.Subscribers Only
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Broadband World Forum 2018 highlightsNovember 27, 2018Broadband World Forum has finally come of age, celebrating its 18th edition this year in what continues to be the annual meeting point for the broadband industry. Messe Berlin opened its doors to more than 4100 attendees from more than 1500 organisations that gathered to share, learn and promote anything broadband. Historically, Broadband World Forum has been a telco-centric show and that was particularly evident this year. For a market that is purportedly converging, the cable side of the industry was absent as it was busy attending Cable-Tec Expo on the other side of the Atlantic.Subscribers Only
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Juniper NXTWORK 2018: Taking the complexity out of multi-cloudsOctober 24, 2018Juniper’s NXTWORK 2018 event was held in Las Vegas, Nevada, from 9 to 11 October. Roughly 1,000 customers, partners, and analysts from around the world attended. The keynotes featured Juniper Networks’ CEO Rami Rahim, CTO Bikash Koley, Chief Customer Officer Pierre-Paul Allard, VP Enterprise and Cloud Marketing Mike Bushong, and CMO Mike Marcellin; Panasonic’s Director of Strategic Initiatives of Smart Mobility Kellen Pucher and Senior Network Manager of Intelligent Transportation Systems Craig Smith; and The Home Depot’s Distinguished Engineer Stephen Olson. There were 64 informational and training sessions covering topics including Contrail, data center networks, core, edge, and metro networks, security, AppFormix, and strategic partnerships. Clients, please log in to view the full content.Subscribers Only
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Wyplay embraces Android Operator TierJune 19, 2018Wyplay has become the latest set-top middleware and UX vendor to embrace the Android TV platform, and market a custom launcher for Android TV’s Operator Tier. Debuted in Q1 2017, and formalized in the second and third quarters of the same year, Operator Tier affords Android TV adoptees considerably more latitude in designing a device’s home-screen, app carousel, icons, and content placement.Subscribers Only
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2018: DAS and small cells face off for neutral host applicationsJanuary 16, 2018Adding small cells or low power nodes (e.g., microcells, picocells, and micro/pico RRH/RRU) to beef up the coverage and capacity of existing macrocell networks shows no sign of abating any time soon. In fact, after a low start lasting several years, during which service providers worked hard to understand how to deploy small cells in their networks, the market is booming and reaching the size of the stagnating DAS market, which since last year has been negatively impacted by multi-carrier small cell products designed for neutral host use cases—where DAS had long been the only option. Clients, please log in to view the full content.Subscribers Only
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LTE + Wi-Fi = Super enhanced mobile broadbandDecember 06, 2017Insight and analysis from the IHS Markit 2017 LTE-U Development Market Report.
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The next-generation BSS for cable operatorsNovember 21, 2017Cable operators are transforming their business support systems (BSS) in order to offer new services, expand their markets, and enhance customer experience, all while increasing revenue. This transformation is essential for these operators as some legacy systems may be more than 20 years old and preventing them from deploying new, complex services. The upside is that the cable operators are aware of this and actively making investments (or shopping) for solutions that will allow them to offer an optimal streaming environment; provide enterprise, mobile, WiFi, and security services; take part in IoT ecosystems; and collaborate with over-the-top (OTT) providers while serving as a digital aggregator that can provide more personalized content.
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Mobile fronthaul equipment market to grow at a 26 percent CAGR from 2017 to 2021November 16, 2017Worldwide mobile fronthaul equipment revenue totaled $787 million in 2016, with the majority coming from Asia Pacific. The market is experiencing modest scale but has long-term potential as solutions evolve from Common Public Radio Interface (CPRI) based to Ethernet based.
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Co-Processors as a Service: GPUs, TPUs, and FPGAsJune 27, 2017Cloud service providers (CSPs) have begun to offer a variety of compute services to meet customers’ needs. Those needs can vary from general purpose computing, data mining, and website development to more complex requirements like artificial intelligence/machine learning (AI/ML), big data analysis, and real-time video processing. This has resulted in CSPs implementing different compute types, or instances, within their cloud infrastructures based on varying combinations of processors and co-processors, memory, storage, and networking equipment, providing customers with more options to choose the appropriate mix of resources they need for their applications. Clients, please log in to view the full content.Subscribers Only
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From Projects to Production: OCP and Programmable Switch Silicon Spark New Data Center EraFebruary 27, 2017The pace of innovation enabled by open networking ecosystems (switches, silicon, and software), which started with disaggregation of switch hardware and Operating System (OS), is set to accelerate with the availability of programmable data plane silicon. The networking industry is again borrowing from the compute world with the advent of network forwarding plane silicon architected as a general purpose CPU, where the actions taken are driven by a sequence of instructions; yet, rather than executing arithmetic and logic instructions, the programmable silicon is executing packet handling instructions. Please log in to read the complete insight.Subscribers Only
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(CenturyLink – Data Center Assets) + Level 3 = Cloud ServicesNovember 09, 2016On October 31, 2016, CenturyLink announced it reached an agreement to acquire Level 3, one of its major competitors in the broadband connectivity and off-premises cloud market, for approximately $34B including the assumption of debt, resulting in a new company 51% owned by CenturyLink and 49% by Level 3 existing shareholders.Subscribers Only
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VMware Targets Hybrid and Meta-Cloud UsersSeptember 20, 2016At the latest VMworld, VMware challenged its customers to be part of tomorrow and set a new vision for the company centered on what it called the multi-cloud, exactly what we have been referring to as a meta-cloud for the last 2 years, which is the use of multiple cloud service providers (CSP) moving from a hybrid cloud to a distributed architecture enabling a cloud of clouds.Subscribers Only
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Barefoot Networks and P4: Making Network Hardware as Programmable as SoftwareJuly 15, 2016We first wrote about P4 (Programming Protocol-Independent Packet Processors) when it was displayed during the Open Networking Summit (ONS) in March (see our Analyst Insight Open Networking Summit 2016: Where Open Source Software Met Programmable Silicon). P4 can be applied to numerous programmable devices including central processing units (CPUs), graphic processing units (GPUs), network processing units (NPUs), ASICs (including networking), and field-programmable gate arrays (FPGAs). One of the major advantages of using programmable chips for networking is additional protocol compatibility or even adding new protocols; P4 allows packet processors to support new features post-deployment. Consequently, programmable chips also decrease the frequency of hardware refreshes; switch chips based on P4 enable end users to code their chips and reuse the hardware instead of purchasing new switches every few months to support the latest software innovations.Subscribers Only
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Open Networking Summit 2016: Where Open Source Software Met Programmable SiliconMarch 31, 2016The Open Networking Summit (ONS) was held in Santa Clara, California, from March 14th to 17th. Over 150 companies participated with over 1,300 people in attendance, slightly up from last year. Companies in attendance included telecom providers AT&T and SK Telecom, traditional network vendors including Hewlett Packard Enterprise (HPE), Cisco, Huawei, NEC, Fujitsu, ZTE, Ciena, and Brocade, and bare metal switch vendor Edgecore/Accton. Silicon vendors in attendance included Cavium and Centec. Start-up companies present included 6Wind, Corsa Networks, NoviFlow, Midokura, Pica8, Versa, PLUMgrid, and Big Switch.Subscribers Only
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REPORT HIGHLIGHTS - Set-Top Box Sales Up 3 Percent in Q3; Expansion Underway in Emerging MarketsFebruary 04, 2016Worldwide set-top box (STB) revenue totaled $5.62 billion in the third quarter of 2015 (3Q15), a sequential increase of 3 percent, with nearly all product categories showing improvement, according to the Set-Top Boxes report from IHS Inc. (NYSE: IHS).
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Technicolor to acquire Cisco’s STB and Broadband CPE businessJuly 30, 2015Technicolor is to acquire Cisco’s Connected Devices division, which generated USD 1.8 billion in sales of set-top boxes (STBs) and broadband customer premises equipment (CPE) in 2014, for USD 600 million in cash and stock. The deal is expected to close in late 2015 or early 2016, and will see Cisco’s STB and CPE products and workforce transferred to Technicolor’s Connected Home business unit, which recorded revenue of just under USD 1.8 billion in 2014. Cisco will retain its cloud and infrastructure solutions for video, which are currently marketed under the Videoscape brand.
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ARRIS consolidates market leading position with Pace acquisitionApril 27, 2015US Cable TV technology supplier ARRIS intends to acquire British set-top box (STB) vendor Pace, for USD 2.1B; valuing Pace’s business at 80% of its 2014 revenue. The acquisition will create the world’s largest supplier of set-top box (STB), broadband gateway and cable TV technology. Combined 2014 revenues of USD 7.9B make will it twice the size of its nearest competitor, Cisco’s Service Provider Video business unit. The deal is subject to regulatory approval, but the merged company will be incorporated in the UK, headquartered in the US and expected to list on the NASDAQ.Subscribers Only
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Swiss set-top box vendor ADB to go private to focus on softwareNovember 17, 2014Swiss set-top box vendor Advanced Digital Broadcast; more commonly known as ADB, is currently listed on the Swiss Stock Exchange, but intends to go private whilst it completes a transition to become a software-centric rather than hardware-centric company.
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Swisscom moves multiscreen platform to the main TV screenApril 30, 2014Swisscom has launched a new iteration of its IPTV service, which it has branded TV 2.0. The next generation TV experience employs a set-top box with Android-based Teatro-3.5 software platform from Switzerland’s i-Wedia, and supports network DVR. The box uses Verimatrix VCAS and Microsoft PlayReady for content protection. The STB is powered by Marvell’s ARMADA 1500 Plus system-on-a-chip (SoC), and is 802.11ac Wi-Fi-enabled.
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Pay TV UHD services draw nearer with NTT trial in JapanApril 28, 2014Japanese telco, NTT is trialing Ultra High Definition (UHD) video delivery for its IPTV service, which is branded NTT Plala Hikari TV. The trial is currently operating as part of the video on demand (VoD) service. Japan-based Sumitomo Electric Network is supplying set-top boxes (STBs) for the trial. These are based on a system on a chip (SoC) solution from Canadian vendor ViXS Systems.
